Some fund providers are converting mutual funds to ETFs to offer more tax-efficient investments. Generally, these conversions are a step in the right direction for investors. Relatively little effort ...
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Your Mutual Fund Is Becoming an ETF. What to Expect.
“If mutual funds didn’t exist today, would they have to be invented?” asks manager John Neff of the Akre Focus mutual fund. “I think the answer is very uncomfortably ‘no.’” Neff plans to convert the ...
NEW YORK, July 31, 2023 /PRNewswire/ -- J.P. Morgan Asset Management today announced the firm has successfully completed the conversion of four mutual funds to ETFs. The conversion of these funds to ...
Net expense ratio1: 0.23% Description: US market solution that emphasizes companies with low prices in relation to their book values2 and targets higher expected returns and consistent exposure ...
New exchange-traded funds riding buzzy investment themes are helping fuel record industry growth this year. Yet, it’s also shaping up to be a banner era for money managers revamping their ...
These conversions will offer the same municipal bond strategies with the structural features of an ETF SAN MATEO, Calif.--(BUSINESS WIRE)-- Franklin Templeton today announced plans to convert 10 ...
Scharf Investments has broken into the exchange traded fund market in a major way by converting two of its long-standing mutual funds with assets exceeding $800 million. The Scharf ETF (KAT), with ...
The Securities and Exchange Commission (SEC) is on the verge of allowing major changes to the way exchange-traded funds (ETFs) and traditional mutual funds are structured. Specifically, an SEC ruling ...
ETFs are traded like stocks, allowing buying/selling throughout the trading day. Mutual funds are priced at net asset value at the end of each trading day. ETFs offer better tax efficiency than mutual ...
Commenting on the ETF platform, Anthony Rochte, Global of Head of ETFs at MSIM, said: “We are pleased with the strong growth of MSIM’s ETF platform over the last year. Surpassing $1 billion in assets ...
Investors and retirement savers who want to own broad swaths of the stock and bond markets often face a choice: Do they want to buy time-honored mutual funds, or upstart exchange-traded funds? If ...
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